Within the Investment Planning and Performance Monitoring team, we are looking for a Investment Planning and Performance monitoring specialist who will play a key role in steering investment planning processes across the Group, enhancing performance monitoring capabilities and supporting strategic decision-making through insightful analysis of investment and IFRS results.
Key responsibilities of the role will include:
Coordinate annual and multi-year investment planning processes across Group insurance entities
Liaise with Group Finance and local Investment and Finance departments to ensure alignment of planning assumptions and targets
Monitor investment performance vs official benchmark assessing their contribution to IFRS investment results
Monitor investment performance and Asset-Liability dynamics, assessing their contribution to IFRS investment results
Analyze key business and financial drivers and identify performance trends and deviations
Monitor investment KPIs
Prepare regular management reporting on investment performance




Deliver meaningful business insights and recommendations to senior stakeholders
Develop and enhance planning and performance monitoring tools
Drive process optimization initiatives and improve data quality and efficiency
Ensure alignment with Group Finance and support governance processes
Coordinate investment deep-dive reviews with local entities
Coordinate annual and multi-year investment planning processes across Group insurance entities
Monitor performance of investments and evaluate their contribution to IFRS investment result
Ensure alignment with Group Finance and support governance processes
Requirements
Master's degree in Finance, Economics or quantitative discipline
At least 5 years of working experience in asset owners (insurance is a plus), asset managers or investment advisors with relevant experience in performance management, investment planning and reporting activities
Strong knowledge of IFRS accounting principles with par

📌 Investment Planning and Performance Monitoring Specialist (Milano)
🏢 Altro
📍 Milano